Process Unfiled Document > Properties

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To insert the unfiled document in the current engagement you must provide the following information on the Properties page of the Process Unfiled Document wizard:

Choose File > Process Unfiled Workpapers to open the Process Unfiled Document wizard. Select to Move, Replace, or leave the selected unfiled document unchanged, and then click the Next button to make further choices based on the option selected.

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